Planning Alternatives’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Planning Alternatives’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,193	Closed	-$205K	–	52
2018 Q2	$205K	Buy	+4,193	New	+$205K	0.04%	47
2018 Q1	–	Sell	-10,333	Closed	-$504K	–	54
2017 Q4	$504K	Sell	10,333 -4,612	-31%	-$228K	0.09%	38
2017 Q3	$739K	Sell	14,945 -267	-2%	-$13.2K	0.14%	32
2017 Q2	$749K	Sell	15,212 -24,502	-62%	-$1.21M	0.14%	31
2017 Q1	$1.97M	Sell	39,714 -211	-0.5%	-$10.4K	0.38%	27
2016 Q4	$1.96M	Sell	39,925 -1,666	-4%	-$82.3K	0.41%	26
2016 Q3	$2.06M	Hold	41,591	–	–	0.44%	25
2016 Q2	$2.06M	Sell	41,591 -1,752	-4%	-$86.1K	0.45%	25
2016 Q1	$2.13M	Sell	43,343 -782	-2%	-$37.9K	0.47%	26
2015 Q4	$2.13M	Sell	44,125 -131	-0.3%	-$6.33K	0.5%	27
2015 Q3	$2.14M	Sell	44,256 -275	-0.6%	-$13.3K	0.53%	25
2015 Q2	$2.17M	Buy	44,531 +186	+0.4%	+$9.05K	0.46%	25
2015 Q1	$2.15M	Sell	44,345 -638	-1%	-$30.9K	0.49%	23
2014 Q4	$2.17M	Sell	44,983 -1,176	-3%	-$57.8K	0.47%	23
2014 Q3	$2.28M	Sell	46,159 -286	-0.6%	-$14.3K	0.56%	20
2014 Q2	$2.33M	Sell	46,445 -267	-0.6%	-$13.3K	0.58%	20
2014 Q1	$2.3M	Sell	46,712 -3,494	-7%	-$173K	0.67%	16
2013 Q4	$2.47M	Buy	+50,206	New	+$2.48M	0.75%	15

Other funds holding VTIP

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Planning Alternatives's VTIP Position: Q3 2018 in Review

Planning Alternatives sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2018, closing a stake of 4,193 shares — an estimated $205K sold.

Planning Alternatives first reported a position in VTIP in Q4 2013 and held it in 18 quarters. The position peaked at $2.47M in Q4 2013. 295 funds tracked by Wall St. Rank hold VTIP as of Q3 2018.

Planning Alternatives reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2018 after selling out during the quarter.
Planning Alternatives sold 4,193 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2018, an estimated $205K.
Planning Alternatives first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and held it in 18 quarters.
Planning Alternatives's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.47M in Q4 2013.
295 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2018.

Based on Planning Alternatives's 13F filing for Q3 2018, filed 29 Oct 2018.